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Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
1801
SP Asset Management
California
$462K +$440K +1,561 New
SFWA
1802
Summit Financial Wealth Advisors
Louisiana
$461K – – –
VC
1803
Vicus Capital
Pennsylvania
$458K -$1.97K -7 -0.5%
NNP
1804
Nachman Norwood & Parrott
South Carolina
$458K – – –
PWM
1805
PBMares Wealth Management
Virginia
$458K – – –
CA
1806
Claro Advisors
Massachusetts
$457K +$52.4K +186 +14%
BFS
1807
Baskin Financial Services
Ontario, Canada
$455K -$37.5K -133 -8%
SGK
1808
Steigerwald Gordon & Koch
Virginia
$455K +$14.1K +50 +3%
CAS
1809
Cascadia Advisory Services
Oregon
$454K +$433K +1,536 New
QCMC
1810
Quantum Capital Management (California)
California
$453K -$27.1K -96 -6%
AW
1811
Alpha Windward
Massachusetts
$453K -$14.1K -50 -3%
FBC
1812
Fairfield, Bush & Co
Connecticut
$452K +$70.5K +250 +20%
NB
1813
Northwest Bancshares
Pennsylvania
$452K +$431K +1,530 New
WC
1814
Weil Company
California
$450K – – –
PA
1815
Prism Advisors
California
$448K -$32.7K -116 -7%
ME
1816
McIlrath & Eck
Washington
$448K +$5.92K +21 +1%
WA
1817
Wealth Architects
California
$447K -$40.3K -143 -9%
ZIC
1818
ZWJ Investment Counsel
Georgia
$447K +$41.4K +147 +11%
FFS
1819
Founders Financial Securities
Maryland
$447K +$100K +356 +31%
PB
1820
Pinnacle Bancorp
Nebraska
$446K – – –
AWM
1821
Argent Wealth Management
Massachusetts
$445K +$79.8K +283 +26%
PHAM
1822
Palisades Hudson Asset Management
Florida
$444K – – –
SC
1823
Skylands Capital
Wisconsin
$444K – – –
RG
1824
Retirement Group
California
$442K +$421K +1,495 New
AWCI
1825
Alpine Woods Capital Investors
New York
$441K +$421K +1,493 New
71 72
73
74 75